Aaron WieandCRD Number: 6405872
Current Firm: Integrated Financial Planning Solutions, LLC
Compensation Model: Fee Only
Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.
Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).
Raymond James & Associates, Inc.
Northwestern Mutual Investment Services,llc
|Integrated Financial Planning Solutions, LLC||Goshen, IN||Oct 2014 - Current||5|
|Patrick Industries, Inc.||Elkhart, IN||Jul 2012 - Current||7|
|Cambia Health Solutions||Portland, OR||Aug 2008 - Current||11|
|Mcgladrey & Pullen, LLP||Chicago, IL||Aug 2004 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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